Triumph Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Triumph Capital Management’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$354K	Sell	899 -163	-15%	-$59.5K	0.06%	273
2026 Q1	$333K	Sell	1,062 -390	-27%	-$130K	0.07%	254
2025 Q4	$469K	Buy	1,452 +308	+27%	+$100K	0.1%	182
2025 Q3	$366K	Buy	1,144 +45	+4%	+$13.6K	0.1%	218
2025 Q2	$314K	Buy	1,099 +6	+0.5%	+$1.58K	0.09%	218
2025 Q1	$279K	Sell	1,093 -3,362	-75%	-$949K	0.09%	223
2024 Q4	$1.28M	Sell	4,455 -64	-1%	-$18.9K	0.44%	44
2024 Q3	$1.28M	Sell	4,519 -57	-1%	-$15.6K	0.46%	45
2024 Q2	$1.2M	Buy	4,576 +1,364	+42%	+$354K	0.47%	52
2024 Q1	$863K	Buy	3,212 +1,281	+66%	+$327K	0.35%	67
2023 Q4	$487K	Sell	1,931 -4,205	-69%	-$948K	0.21%	101
2023 Q3	$1.38M	Buy	6,136 +5,094	+489%	+$1.22M	0.63%	37
2023 Q2	$253K	Sell	1,042 -29	-3%	-$6.65K	0.11%	169
2023 Q1	$243K	Sell	1,071 -219	-17%	-$50.1K	0.12%	154
2022 Q4	$277K	Buy	1,290 +30	+2%	+$6.57K	0.15%	151
2022 Q3	$260K	Buy	1,260 +213	+20%	+$47.9K	0.14%	151
2022 Q2	$216K	Sell	1,047 -435	-29%	-$97K	0.11%	176
2022 Q1	$379K	Sell	1,482 -625	-30%	-$160K	0.16%	130
2021 Q4	$617K	Sell	2,107 -2,155	-51%	-$649K	0.27%	91
2021 Q3	$1.25M	Buy	4,262 +168	+4%	+$50.5K	0.59%	37
2021 Q2	$1.21M	Buy	+4,094	New	+$1.23M	0.71%	28

Other funds holding IWO

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

HWA

Hillcrest Wealth Advisors Hazlet, New Jersey $279M AUM 21.72% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

Triumph Capital Management's IWO Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 15% in Q2 2026, selling an estimated $59.5K and leaving 899 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #273.

Triumph Capital Management first reported a position in IWO in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.38M in Q3 2023. 247 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Triumph Capital Management held 899 shares of iShares Russell 2000 Growth ETF worth $354K as of Q2 2026.
Triumph Capital Management sold 163 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $59.5K.
iShares Russell 2000 Growth ETF made up 0.06% of Triumph Capital Management's portfolio in Q2 2026, its #273 holding.
Triumph Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2021 and has held it in 21 quarters since.
Triumph Capital Management's iShares Russell 2000 Growth ETF position peaked at $1.38M in Q3 2023.
247 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.